-8.7%
KVUE vs PODD
-24.5%
+15.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +2.0% | +0.2% |
| 7D | -5.1% | -10.5% | +5.4% | -3.9% |
| 30D | -6.3% | -9.0% | +2.7% | -5.3% |
| 3M | -0.5% | -11.5% | +11.0% | +0.4% |
| 6M | +3.1% | -44.7% | +47.8% | +9.8% |
| YTD | +6.7% | -53.6% | +60.3% | +16.0% |
| 1Y | -1.1% | -61.0% | +59.8% | +9.7% |
| 3Y | -8.7% | -24.7% | +16.0% | -11.3% |
| All | -8.7% | -24.5% | +15.8% | -11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PODD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling